CRD: 151830
Solitude Canyon Investment Advisors, LLC
$27.0M Total AUM
$27.0M Disc. AUM
-- 3Y CAGR
1 Employees
18 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Trade-PMR · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-01-2010
- Office Locations
- 1
Office Locations
-- Fountain Hills AZ
About Solitude Canyon Investment Advisors, LLC
Solitude Canyon Investment Advisors is an Arizona RIA serving high net worth families and institutional clients including pensions, insurance companies, and 401(k) plans. The firm provides investment management and financial planning with a risk-management/asset-allocation approach, implementing portfolios primarily with ETFs and public funds, with custody through Charles Schwab.
Team overview
-- AVG AGE
$27.0M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
16.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
Available
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Client Personas
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
RANDOLPH AARON REINWASSER
Chief Compliance Officer, Managing Member
- CRD
- #5504805
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $27,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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